Lifestyle Asset Management’s NextEra Energy, Inc. NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,967
Closed -$220K 98
2023
Q2
$220K Sell
2,967
-43
-1% -$3.19K 0.13% 76
2023
Q1
$232K Buy
3,010
+457
+18% +$35.2K 0.16% 62
2022
Q4
$213K Buy
+2,553
New +$213K 0.17% 65